BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio JPIB Stock Details JPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-239	Closed	-$11.4K	–	2486
2026 Q1	$11.4K	Hold	239	–	–	﹤0.01%	1518
2025 Q4	$11.6K	Hold	239	–	–	﹤0.01%	1541
2025 Q3	$11.7K	Buy	+239	New	+$11.6K	﹤0.01%	1491

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FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s JPIB Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2026, closing a stake of 239 shares — an estimated $11.4K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in JPIB in Q3 2025 and held it in 3 quarters. The position peaked at $11.7K in Q3 2025. 247 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 239 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $11.4K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and held it in 3 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s JPMorgan International Bond Opportunities ETF position peaked at $11.7K in Q3 2025.
247 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.